Job Responsibilities:

Daily 4/5 meeting with clients. 

sr. relationship manager has to develop Back office team n sales team 

client satisfaction level, services to client, new updates of mkt outlook, 

generate revenue fr company, follow the target and maintain the culture of company.

Key skills for the position:

out spoken, learning oriented person, focus on target, 

About Company

My Self Urvish Vasanwala, - Founder & CEO of FinOptical. Since 2002 i m into Finance File, Finoptical established in May 2013. Servies : Wealth Management : PMS, AIF, Private Equity, Structure Product, IREF, Portfolio Review : Assessment, Monitoring & Analysis, Risk Management, Asset Allocation & Rebalancing, Tax Planning Equity : Stock, IPO, Derivatives, Model Portfolio, Commodity, Currency Mutual Fund : SIP, LUMSUM, SWP, Debt Fund, Fixed Deposit, Bonds Insurance : Life & Health

Qualifications

BCOM